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1261: Strategies to Retain More of Your Current Clients, While Also Focusing on Acquisition and Referrals by Ryan H. Law
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1261: Ryan H. Law's article sheds light on the essential strategies for retaining current clients while also capturing new ones and encouraging referrals. He illustrates this through a personal anecdote of switching cell phone carriers, leading to broader insights on customer retention costs versus acquisition and the value of relationship-building in financial planning. Law offers actionable advice for financial advisors to engage with…
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